VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Sunday, December 28, 2025

Stock Comparison

Taiwan Semiconductor Manufacturing Company Limited vs Oracle Corporation

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Taiwan Semiconductor Manufacturing Company Limited

2330 · Taiwan Stock Exchange

Market cap (USD)
SectorTechnology
CountryTW
Data as of2025-12-28
Moat score
92/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Oracle Corporation

ORCL · New York Stock Exchange

Market cap (USD)$567.4B
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
56/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

Taiwan Semiconductor Manufacturing Company Limited
Oracle Corporation
Ticker / Exchange
2330 - Taiwan Stock Exchange
ORCL - New York Stock Exchange
Market cap (USD)
n/a
$567.4B
Sector
Technology
Technology
HQ country
TW
US
Primary segment
Leading-edge Foundry (7nm and below)
Infrastructure cloud services and license support
Market structure
Quasi-Monopoly
Oligopoly
Market share
70%-72% (reported)
3% (estimated)
HHI estimate
5,165
n/a
Pricing power
Strong
Weak
Moat score
92 / 100
56 / 100
Moat domains
Supply, Network, Demand, Financial
Demand, Supply, Network
Last update
2025-12-28
2025-12-26

Moat coverage

Shared moat types

Capex Knowhow ScaleKeystone Component

Taiwan Semiconductor Manufacturing Company Limited strengths

Ecosystem ComplementsDesign In QualificationBenchmark Pricing PowerScope EconomiesOperational Excellence

Oracle Corporation strengths

Suite BundlingLong Term ContractsInteroperability HubSwitching Costs GeneralTraining Org Change Costs

Segment mix

Taiwan Semiconductor Manufacturing Company Limited segments

Full profile >

Leading-edge Foundry (7nm and below)

Quasi-Monopoly

74%

Mature & Specialty Foundry (16nm and above + specialty processes)

Oligopoly

26%

Advanced Packaging & 3DFabric (CoWoS, InFO, SoIC)

Oligopoly

n/a

Oracle Corporation segments

Full profile >

Applications cloud services and license support

Oligopoly

33.8%

Infrastructure cloud services and license support

Oligopoly

42.9%

Cloud license and on-premise license

Oligopoly

9.1%

Hardware

Competitive

5.1%

Services

Competitive

9.1%

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.